Apple is on pace to surpass $1 billion in artificial-intelligence revenue this year, a tidy sum that demonstrates the company’s AI advantage even as it struggles to deliver an AI strategy of its own. Its Siri chatbot is still weak by modern AI standards. What Apple does have that the other AI players don’t is a dominant position making devices. However fancy OpenAI, Google, Anthropic and xAI make their chatbots, iPhones are still a primary way to deliver them to consumers. That means they typically pay the App Store tax, roughly 30% of subscription fees in the first year and…

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